Position in PSX
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$357,033
-$27,731 QoQ
Shares Held
2,112
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,364
of 2,093 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026NORTH STAR ASSET MANAGEMENT INC holds $357,033 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
2,112 | $357,033 |
All Filings in PSX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,033 | 2,112 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $384,764 | 2,112 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $294,598 | 2,283 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $303,732 | 2,233 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $266,396 | 2,233 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $275,730 | 2,233 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $227,518 | 1,997 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $263,820 | 2,007 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $286,151 | 2,027 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $331,090 | 2,027 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $272,138 | 2,044 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $255,799 | 2,129 | Shares | Sole | 2023-10-26 | |
| 2023-03-31 | $290,250 | 2,863 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $282,577 | 2,715 | Shares | Sole | 2023-03-06 | |
| 2022-03-31 | $207,422 | 2,401 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||